Annex Wealth Management | Women & Wealth | brookfield

Women's Guide to Preparing for the Unexpected

Thursday, August 21, 2025 · 6:00 p.m. ·  2 hour 0 minutes

Annex Wealth Management - Brookfield Office
17950 West Corporate Drive
Brookfield WI, 53045
Third Floor, Café
Doors Open at 5:30pm

A comprehensive guide to planning and preparing for the unexpected! 
We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”


Deanne Phillips, CFP®, CDFA®, ABFP℠

Women and Wealth: Women's Guide to Preparing for the Unexpected